Visualize financial data, track expenses, and manage budgets with a customizable dashboard tailored to your accounting needs.


Design an accounting dashboard that matches your workflow. Add only the views and features you need today, and adapt as your processes change.
Connect spreadsheets, accounting tools, and ERP systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your finances.
Empower your finance team with secure dashboards and real-time reporting. Set up logins, user groups, and permissions in minutes—no IT needed.
Give accountants, managers, and executives tailored dashboards, so each sees only the relevant financial metrics.
Give accountants, managers, and executives tailored dashboards, so each sees only the relevant financial metrics.
Connect with finance tools like Make, Zapier, or N8N to automate report generation and recurring financial tasks.
Access financial insights and dashboards on desktop or mobile. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins for quick, secure access to your accounting dashboards—no IT tickets required.
Keep sensitive financial data protected with SOC2 and GDPR compliance, plus robust access controls at every level.
Let teams ask AI about transactions, reports, or trends—instant insights, right inside your accounting dashboard with Softr.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Build your accounting dashboard in minutes with drag-and-drop blocks and ready-made templates.
Add new reports, analytics, or data sources as your accounting needs change—no rebuild required.
Combine dashboards, client reports, and internal tools in one place—no extra software needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An accounting software dashboard is a secure, centralized hub where you and your team can log in to view financial data, track transactions, monitor key metrics, and manage client accounts. It brings together all your accounting information in one place, making it easy to stay organized, collaborate effectively, and keep workflows running smoothly—without relying on endless spreadsheets or scattered emails.
Softr lets you quickly build an accounting software dashboard tailored to how your firm or department works. You can integrate data sources like Airtable, HubSpot, Notion, SQL, or monday.com, and create a dashboard where team members can log in, review financial reports, manage invoices, upload documents, and more—all from one central location.
No coding required. You can use a template or start from scratch, customize the layout, control access to sensitive information, and brand the dashboard to match your firm. It’s fast to get set up, easy to update, and flexible enough to adapt as your accounting needs evolve.
You can build a variety of features to suit your accounting workflows. Common examples include:
\- User logins – so each accountant or client can securely access their own data
\- Custom dashboards – to visualize financial summaries, outstanding invoices, and account balances
\- Forms – for expense submissions, reimbursement requests, or new client onboarding
\- File sharing – securely upload and download financial statements or receipts
\- Search and filters – to quickly find transactions, reports, or client records
\- Tables, lists, and detail views – to display transactions, client accounts, or audit trails
\- Comments or status updates – to keep internal notes in one place
\- Charts – to visualize cash flow, revenue trends, or tax deadlines
\- Calendar view – for tracking important reporting dates, payment due dates, or meetings
\- Permissions and roles – so different users only see the information relevant to them
Everything is built using Softr’s drag-and-drop blocks, so you don’t need to write code. If your accounting processes change, you can easily update the dashboard.
No coding is needed. You can build your accounting software dashboard entirely using Softr’s visual editor. From customizing layouts to setting user permissions, everything can be done without writing a single line of code.
Yes. You can manage multiple clients or accounting teams in a single dashboard. Each user only sees the financial data and reports assigned to them, based on their login and role. This is especially useful for accounting firms, bookkeeping practices, or finance departments working with several clients or internal teams.
Softr supports a wide variety of data sources for your accounting dashboard. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can even bring in accounting data from other sources using the REST API.
You’re not limited to a single source. You can integrate multiple data sources into your accounting dashboard and display them side by side—so, for example, you can show financial data from both Airtable and Google Sheets together. Most sources support real-time, two-way sync, ensuring your dashboard and data sources always stay up to date.
Yes, Softr gives you full control over how users experience your accounting software dashboard. You can tailor the layout, navigation, and content to fit your firm’s workflow and branding. Each page or block can be shown or hidden based on who’s logged in, so every user—whether an accountant, admin, or client—only sees what’s relevant to them.
You can also set up custom user roles, such as client, accountant, or admin, and define exactly what each can view or manage. For example, clients can access only their own financial records, while internal team members can oversee multiple accounts. Personalized views are easy to create by filtering data for each user, making your dashboard secure, efficient, and tailored to everyone’s needs.
Yes, you can. You don’t need to bring your accounting data from another platform to start building your dashboard with Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates smoothly with your accounting dashboard.
However, if your financial data already lives in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or any SQL database, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have complete control over how your accounting data is organized and displayed in your dashboard.
Yes, you can fully white-label your accounting software dashboard in Softr. You can use your own logo, brand colors, fonts, and custom domain so your dashboard looks and feels like a seamless part of your firm or organization. You also have the option to remove all Softr branding, ensuring that your users only interact with your company’s identity while managing their accounting data.
Absolutely. Softr lets you tailor both the design and layout of your accounting software dashboard. You can adjust colors, fonts, spacing, and overall page structure to perfectly match your accounting firm’s style. You control how each page is arranged, select which blocks to display, and even set up what different user roles see upon logging in.
To present your accounting data, you can add a variety of blocks:
\- Table blocks – to display transactions, invoices, or expense reports
\- List or Card blocks – for client accounts, services, or document summaries
\- Detail View – to focus on a single record, such as a specific invoice or account
\- Forms – to collect new data or upload receipts
\- Charts – to visualize trends like cash flow or revenue
\- Calendar blocks – for deadlines, payment dates, or important events
If your needs change, you can easily update your dashboard’s layout or content using the Softr visual builder.
Softr takes data security seriously. All information in your accounting software dashboard is encrypted both in transit (TLS) and at rest, and the platform is hosted on secure, dependable infrastructure. You have full control over who can access different parts of your dashboard through role-based permissions, user management, visibility rules, and global restrictions—helping to safeguard sensitive accounting information.
If your dashboard connects to external data sources like Airtable, Notion, or SQL, Softr does not store your financial data; it simply displays it in real time according to your configured access settings. You maintain full control over who can view or modify the data.
Softr also follows industry-standard best practices for authentication, access control, and ongoing monitoring to keep your accounting data safe.
You can get started at no cost. Softr’s Free plan lets you create and publish one app—such as your accounting software dashboard—with up to 10 users and 2 user groups. It also supports all standard data sources, including Softr Databases, Airtable, Google Sheets, and more.
If you need more users or advanced features for your dashboard, you can explore the paid plans. Here’s more information: <http://softr.io/pricing>
Softr is designed to help you quickly build fully functional, user-facing apps—like accounting software dashboards, client portals, and internal tools—without needing any coding experience. What makes Softr stand out is its speed from concept to deployment, and how seamlessly it integrates with your current accounting data sources.
Unlike no-code tools that focus on mobile apps (such as Glide) or are geared towards developers (like Retool), Softr is ideal for non-technical users who want complete control over layout, user experience, and permissions. You can connect your dashboard to live data from Airtable, Google Sheets, Softr Databases, or SQL, and deliver a secure, branded experience for your team or clients.
Softr allows visual customization of content, design, and user permissions. It also includes robust features like user roles, forms, conditional logic, and API support out of the box—eliminating the need to piece together multiple tools.
Yes! Softr provides a wide range of integrations so you can connect your accounting software dashboard to your broader toolset. You can link up with services like Stripe for payments, Intercom for messaging, and use automation platforms like Zapier, Make, and N8N to streamline processes. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you want to sync accounting data with another system, trigger automated actions based on user input, or display data from other tools, you can build these capabilities directly into your dashboard—no coding required.